In the current cycle, different assets present differentiated opportunities. Bitcoin, as a core asset, continues to be confirmed by institutions, with stable demand for spot ETFs; Ethereum maintains its infrastructure value due to Layer2 scaling and the prosperity of the DeFi ecosystem.
The technology track is also worth paying attention to. Decentralized storage is gaining attention as data security needs increase, while cross-chain protocols play an important role in the multi-chain era, solving liquidity and interoperability issues.
On the policy front, the standardized development of compliant stablecoins (such as USDC) has created convenience for institutional entry. Meanwhile, the application of blockchain in the real economy—ranging from supply chain transparency to cross-border payments—is gradually unfolding, and related application tokens are also gaining market attention.
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GasFeeLover
· 01-07 09:23
Institutions are bottom-fishing Bitcoin, spot ETF is stable, this time really different
Layer2 takes off, Ethereum still needs to run, DeFi profits should also wake up
Stablecoins becoming compliant are not as attractive, cross-chain technology is always hyped
Supply chain transparency? Ha, blockchain implementation is just this much.
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MetaEggplant
· 01-04 16:52
Institutional entry depends on BTC, which is very stable. But ETH is now so fiercely competitive, can the Layer2 ecosystem really deliver? Or is it just another round of hype?
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FlatTax
· 01-04 16:48
BTC is stable, and I will be stable too. Has ETH's Layer 2 really taken off? It still seems to depend on what happens next.
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RugDocDetective
· 01-04 16:42
BTC ETF this time is really stable, but it seems everyone is betting on this. Could it backfire and get cut...
I'm a bit skeptical about how long the layer2 boom can last.
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BtcDailyResearcher
· 01-04 16:39
The recent wave of profits from the BTC spot ETF has indeed been enjoyed, but are we still just hyping stories now? There are very few truly usable Layer 2 ecosystems, and DeFi stuff is risky, with scam coins being cut like this.
In the current cycle, different assets present differentiated opportunities. Bitcoin, as a core asset, continues to be confirmed by institutions, with stable demand for spot ETFs; Ethereum maintains its infrastructure value due to Layer2 scaling and the prosperity of the DeFi ecosystem.
The technology track is also worth paying attention to. Decentralized storage is gaining attention as data security needs increase, while cross-chain protocols play an important role in the multi-chain era, solving liquidity and interoperability issues.
On the policy front, the standardized development of compliant stablecoins (such as USDC) has created convenience for institutional entry. Meanwhile, the application of blockchain in the real economy—ranging from supply chain transparency to cross-border payments—is gradually unfolding, and related application tokens are also gaining market attention.